The Blog

Archive for January, 2009

Would you buy from these people?

Monday, January 12th, 2009

The brief: Tactile CRM’s website is need of an overhaul, and as part of the plan this year we’re measuring and reporting on the the changes we make to see what is and isn’t succussful. We want to increase our conversion ratio on sign ups so we’re currently doing some market research on sites that people have felt comfortable buying from and leaving the credit card details.

The current list includes:

Are there anymore you have brought from, or can suggest?

Posted in Bits and Bobs | 4 Comments »

Reports and Graphs

Monday, January 12th, 2009

We’re pleased to announce the second of two new features you’ll find in Tactile CRM this week – new graphs and reports.

Tactile CRM is a great way to manage your sales process and keep on top of clients. Now with the new graph/reporting facilities you can now easily keep track of your sales history, pipeline, and use the information to find out your most profitable sources of leads and type of work.

We’ve also added extra data below the graphs to see the exact values and now allow you to change the date ranges too.

Tactile CRM: New Graphs

This is the first release of our new reporting module and we’d love to hear your feedback and suggestions for further graphs/reports.

Posted in Features | Comments Off

View your Freshbooks invoices in Tactile CRM

Monday, January 12th, 2009

We’re pleased to announce the first of two new features you’ll find in Tactile CRM this week – FreshBooks integration.

After feedback and suggestions from users, you can now view your FreshBooks invoices against organisations within Tactile CRM. Staff can easily see the purchase history/habits and current status of invoices paid/part paid/overdue and use this information when contacting clients and making business decisions.

Tactile CRM: FreshBooks Invoices

Setting up FreshBooks/Tactile CRM is easy, enter your FreshBooks API and you’re away.

You can even import your clients from FreshBooks and add new clients from within Tactile CRM to keep your information up to date.

Tactile CRM: Adding clients to FreshBooks

This is the first release of our new FreshBooks integration and we’d love to hear your feedback and suggestions.

Posted in Features, Integrations | Comments Off